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Electronic Sales Information (eSi) is the electronic distribution of sales information from manufacturer to sales agencies. The dynaMACSeSi module can replace hours of data entry with a quick and easy process of automatically importing sales information from manufacturers that email their sales information in a spreadsheet format.

The move to dynaMACSeSi requires a simple change in an administrative process on the part of the manufacturer. Instead of paper reports, the manufacturer produces a spreadsheet that contains the same information and sends it via email to sales agencies. The manufacturer buys no special software, no additional hardware and actually saves money by reducing paper, postage and administrative support costs. The agency receives the information on the same day the manufacturer sends it. The agency can then process the information immediately and if desired, distribute it to sales reps in the field.

The eSi process:

The agency receives data from the manufacturer via email, CD, or Internet download. No more waiting days or months for data.

Data is provided in a standard comma-delimited (.csv) format or spreadsheet, for automatic upload to the agency database. Data entry is eliminated and so are operator errors.

The agency processes the file to identify new or first-time customers and to balance total sales and commission amounts. Files are updated using dynaMACS’ easy on-screen error correction and new customer lookup capabilities. Your manufacturer customer codes are automatically matched to dynaMACS’ codes.

It is literally that easy. Giving you instant access to vital sales analysis and commission information, dynaMACS is a fast, flexible and reliable way of managing sales and commission data.

The Sales IQ screen has been enhanced in dynaMACSVersion 2016 to quickly identify new manufacturers and inactive manufacturers with a color scheme. This is based on the Manufacturer Status in the manufacturer record.

Enter the “to” sales rep code “RW” in the next Sales Rep field to the right (new rep).

Select the Update button.

Select the Print button from the Printing Options dialog box to print the Audit Trail report.

This report shows a list of the customers that will be transferred from sales rep “JB” (Jim Black) to sales rep “RW” (Rick White).

After reviewing the Audit Report select the Yes button to continue.

Transfer Sales and Commission History to New Rep

1. From the main dynaMACS screen select Edit>File Transfer/Combine>Mfg/Cst/Rep Transfer (1).2. From the Manufacturer/Customer/Sales Rep Transfer/Combine (1) screen select the Wizard button at the bottom right hand corner which will redirect you to the Wizard screen. You will be prompted to create another Restore Point.
3. Select Sales Rep from the drop down list for the field: I want to transfer or combine all data for a:. Select Sales Rep and for the field: To a different. Then select the Proceed to Selection button.
4. Enter the Sales Rep code that you are transferring from under Transfer Data From i.e. “JB”.
5. If you wish to transfer the sales rep splits, check the box Transfer Commission Splitsto this Sales Rep?
6. Select the Proceed button.7. Select the Yes button on the Please Confirm dialog box.
8. From the Printing Options screen select your printer and then select the Print button.
9. Review the report and then select the Yes button to complete the transfer.
10. Select the OK button after all records have been transferred.
11. From the main dynaMACS screen select Edit>File Transfer/Combine>Mfg/Cst/Rep Transfer (2).12. Print the report when prompted by selecting the Print button.13. Select the OK button on the Please Confirm dialog box to complete the transfer.

One of the many challenges sales agencies face is dealing with the many forms and documents received from each of the manufacturers that the agency represents. Whether a document gets entered into dynaMACS, QuickBooks or just filed, it is helpful to document the process for each unique manufacturer document received. We suggest that you create a binder with a tab for each manufacturer and use the form below (or something similar) for each document.

Create a Binder

Set up a binder with a tab for each manufacturer.

Behind each tab you should have the dynaMACSManufacturer Document Workflow Worksheet (example below) and examples of all other documents you receive from the manufacturer.Example:To obtain copies of this worksheet and all other dynaMACS worksheets go to Help>Learning Center from the dynaMACSMain Screen. You will also find them in the dynaMACSImplementation Kit that you receive upon purchasing your software.

“dynaMACS is an empowering tool for understanding sales and analyzing trends.”

Lisa Ortega, Operations Manager
Mizzen Marketing

Client Challenge

When it came to tracking sales and commissions, Mizzen Marketing had two primary issues: accuracy and visibility. The agency had used two different tools. With Excel, the agency noticed inaccurate sales numbers, likely due to accidental deletions. Over time, the file grew to a monster of a spreadsheet that was difficult to use and extract data from. Quickbooks provided a more accurate representation of the numbers, but data was only visible in basic reports and was stored on an accounting firm’s system, so Mizzen had to wait for information. Lisa Ortega, Mizzen Marketing’s Operations Manager, knew there must be a better way. “I mentioned to a colleague that I wanted software designed specially for sales agencies. He told me about dynaMACS.”

dynaMACS Solution

From the beginning, it was a smooth transition. “dynaMACS offered the best features minus the headaches. dynaMACS aligned perfectly with how we wanted to track sales and commissions,” Ortega says.

In the audiovisual space, many manufacturers sell products through distribution channels, so Mizzen Marketing must be able to track the distributors’ performance as well as the sales of the customers buying from them. With dynaMACS, the agency creates unique “Manufacturer/ Distributor” codes so they can easily evaluate the manufacturer as a whole or by individual distributor. We can also see the buying trends of the customers – who they buy from and at what volume.”

Because Mizzen Marketing can see trends, the agency is able to be proactive. “It’s insightful on so many levels,” Ortega says. “Everything we need is right at our fingertips.” Even the sales reps in the field have easy access and can pull up data on their laptops before going into a sales meeting.

In dynaMACS you can set defaults for some of the reporting options which will save you time by eliminating the need to set them each time you run a report.

You can choose to build State/Region codes on the fly when running a Sales Analysis report if they are missing from the customer record. This feature will combine the State Code plus the first 3 digits of the zip code from the customer address.

When running Sales Analysis reports you can choose to automatically skip to a new page for select codes if the Customer ABC code contains any one of the pre-selected codes.